See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $15,194 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,138 | $71,883-31.6% | $86,677-43.3% | $68,494-28.3% |
| Participation rate | 85.1% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.2pp |
| Annual return | -15.68% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,155 | $2,173-46.8% | $2,836-59.3% | $2,596-55.5% |
| Participant deferral / active EE | $4,772 | $3,779+26.3% | $4,656+2.5% | $4,027+18.5% |
| Admin fee / account holder | $297 | $6,112-95.1% | $7,493-96.0% | $5,403-94.5% |